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Capital Group Divid Value Etf Shs Creation Unit shares owned by Northwest Financial Advisors

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Northwest Financial Advisors from 13F filings

Historical chart of Northwest Financial Advisors investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 45k 42.03
2025-06-30 $1.6M 40k 39.49
2025-03-31 $1.4M 40k 35.64
2024-12-31 $1.2M 35k 35.26
2024-09-30 $941k 26k 36.44
2024-06-30 $718k 22k 33.00
2024-03-31 $591k 18k 32.50
2023-12-31 $224k 7.5k 29.84